CRM for Small Businesses

The most successful companies focus on retaining their clients. Because it costs more to gain new clients than to retain current ones, successful businesses also tailor products and services to customer needs in order to help with retention.

Recognizing the need for customer retention, ZipBooks’ free accounting software helps small businesses meet this goal. This cloud-based software can store client information, record quotes you’ve made for clients, and set up automated invoicing. Other software programs specifically geared to help with customer relationship management (CRM) can also be useful.

Cloud software

Take advantage of your CRM software integration

See if you can find a product that can integrate with email and scheduling, accounting software, or other cloud apps. ZipBooks has a developer’s site that allows you to integrate the software to fit specific company needs.

Up-to-date data

What’s the point of a CRM software if it’s bringing up outdated or incorrect data? Stay on top of your client information to keep your CRM at optimum efficiency.

Reports

Consider running reports to help you effectively manage your business. A pipeline report will show you how potential sales are and aren’t progressing. An activities report will show you calls, emails, meetings and other activities the sales team is making. And finally, an issues report will alert you to problems, cases, and open tickets.

Consider whether the CRM also has these features:

Automating of repeated processes

Quote reminders

Sign-up notifications (for newsletters, product updates, etc.)

Customer contact reminders

Follow-up tracking

Happy CRM hunting!

About Brad

Brad Hanks is in charge of Growth at ZipBooks.

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